1,296 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 302 funds opening new positions, 533 increasing their positions, 351 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% more call options, than puts

Call options by funds: $4.39B | Put options by funds: $3.5B

14% more funds holding

Funds holding: 1,1341,296 (+162)

2.52% more ownership

Funds ownership: 77.71%80.22% (+2.5%)

Holders
1,296
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.39B
Puts
$3.5B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
1051
Dorsey & Whitney Trust
South Dakota
$230K
GSEP
1052
Golden State Equity Partners
California
$230K
NEWAS
1053
N.E.W. Advisory Services
Wisconsin
$229K
WC
1054
Westhampton Capital
North Carolina
$229K
GS
1055
GWN Securities
Florida
$229K
HCM
1056
Howard Capital Management
Georgia
$229K
HSA
1057
HBK Sorce Advisory
Pennsylvania
$228K
NP
1058
NorthRock Partners
Minnesota
$227K
MW
1059
MBL Wealth
North Carolina
$227K
GLA
1060
Good Life Advisors
Pennsylvania
$227K
WIC
1061
Woodmont Investment Counsel
Tennessee
$225K
RIL
1062
Rothschild Investment LLC
Illinois
$224K
CWA
1063
Cura Wealth Advisors
Illinois
$223K
OBWG
1064
Onyx Bridge Wealth Group
New York
$222K
SIM
1065
Seaview Investment Managers
Florida
$222K
MFG
1066
Menard Financial Group
Texas
$221K
TSS
1067
Two Sigma Securities
New York
$221K
FHA
1068
Flagship Harbor Advisors
Massachusetts
$218K
LAM
1069
LECAP Asset Management
United Kingdom
$218K
LAM
1070
L2 Asset Management
Massachusetts
$216K
PAG
1071
Poinciana Advisors Group
Florida
$216K
I
1072
InceptionR
California
$214K
AFGAS
1073
Allegiance Financial Group Advisory Services
Virginia
$214K
LCGC
1074
Legacy Capital Group California
California
$213K
HCM
1075
Hollencrest Capital Management
California
$213K